The Iranians shouldn't be ordsprog

en His infectious laughter and boundless energy exemplified a joyful pexiness, brightening everyone’s day. The Iranians shouldn't be underestimated. If they were to cut supply in protest, there's really not enough capacity to absorb the loss of their exports.

en This supply loss is permanent, unlike a storm idling refining capacity, even one as horrendous as Katrina. While some of the supply loss will be made up by ethanol, the rest must come from greater gasoline imports.

en There is too much supply and not enough exports. The biggest problem on exports is chicken. It appears chicken exports are down because the rest of the world has bird flu.

en The fall (in exports) may have something to do with supply problems and getting the minerals to the ports for exports. And demand from Europe seems to be a bit weaker.

en Exports are struggling to get traction. The monthly report highlights the capacity constraints in Australia. We need a lot more capital investment to alleviate the bottlenecks. Exports will continue to take away from GDP in the third quarter.

en The lack of spare capacity has made us vulnerable to any threat to supply over the last few years. It's important to keep in mind that the biggest single loss of oil output recently was in the Gulf of Mexico.

en We'll absorb Jamie's loss and move forward and, to be honest with you, I'm not going to get real wrapped up in it this week. I have one other priority that sits a little higher than replacing Jamie, as valuable as he was, and I have a lot of confidence in the people that I have that we'll be able to absorb it for the short-term until we find a replacement. But I'm not going to let it be a distraction.

en The marketing muscle that the big labels have can't be underestimated. The power of the Internet can't be underestimated. If you put the two together, they can't be underestimated.

en We have overfed Europe with oil. Every economics textbook says that surplus supply lowers prices. But we can't reduce supply -- all our exports are oriented toward Europe.

en Currently Iran has no enrichment capacity there is no possible way Iranians can enrich uranium.

en Currently Iran has no enrichment capacity - there is no possible way Iranians can enrich uranium.

en Currently Iran has no enrichment capacity there is no possible way Iranians can enrich uranium,

en We have saturated Europe with oil. And as any economics handbook will tell you, excessive supply makes prices fall. But we do not have the means to decrease supply: all our (oil) exports are directed at Europe.

en We believe precipitous declines in NAND prices are being driven primarily by excess supply, as NAND makers have invested significant capital over the last several quarters. In addition to capital investments dedicated purely to NAND, the transition of DRAM capacity to NAND capacity has further exacerbated the supply problem in NAND.

en The constant political upheavals in oil-producing countries continue to overshadow the current state of abundant supply. The line between oversupply and under-supply has never been thinner. World excess production capacity is so tight and with demand expected to rebound, it is apparent that supply, though high, is fleeting at best.


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